Wealthspire Advisors (New York)’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97M	Sell	31,002 -2,449	-7%	-$237K	0.02%	230
2025 Q4	$3.25M	Sell	33,451 -4,209	-11%	-$409K	0.03%	219
2025 Q3	$3.69M	Sell	37,660 -313	-0.8%	-$30.4K	0.02%	194
2025 Q2	$3.69M	Sell	37,973 -9,604	-20%	-$912K	0.02%	190
2025 Q1	$4.53M	Sell	47,577 -2,466	-5%	-$237K	0.03%	167
2024 Q4	$4.78M	Sell	50,043 -12,222	-20%	-$1.18M	0.05%	148
2024 Q3	$6.09M	Buy	62,265 +56,339	+951%	+$5.41M	0.06%	136
2024 Q2	$559K	Sell	5,926 -413	-7%	-$38.8K	0.01%	409
2024 Q1	$603K	Sell	6,339 -4,537	-42%	-$429K	0.01%	393
2023 Q4	$1.03M	Sell	10,876 -4,263	-28%	-$389K	0.01%	304
2023 Q3	$1.37M	Sell	15,139 -2,054	-12%	-$188K	0.02%	224
2023 Q2	$1.58M	Sell	17,193 -655	-4%	-$60K	0.03%	175
2023 Q1	$1.66M	Sell	17,848 -2,344	-12%	-$215K	0.03%	174
2022 Q4	$1.82M	Sell	20,192 -7,242	-26%	-$654K	0.03%	165
2022 Q3	$2.41M	Buy	27,434 +23,812	+657%	+$2.22M	0.05%	129
2022 Q2	$329K	Sell	3,622 -224	-6%	-$21.6K	0.01%	379
2022 Q1	$394K	Buy	3,846 +341	+10%	+$35.5K	0.01%	311
2021 Q4	$381K	Buy	3,505 +175	+5%	+$19K	0.01%	369
2021 Q3	$364K	Sell	3,330 -26	-0.8%	-$2.85K	0.01%	423
2021 Q2	$369K	Buy	3,356 +78	+2%	+$8.51K	0.01%	264
2021 Q1	$357K	Buy	3,278 +281	+9%	+$30.5K	0.01%	499
2020 Q4	$326K	Buy	2,997 +146	+5%	+$15.6K	0.01%	415
2020 Q3	$297K	Buy	2,851 +222	+8%	+$23.2K	0.02%	240
2020 Q2	$266K	Buy	2,629 +363	+16%	+$36.2K	0.02%	223
2020 Q1	$215K	Sell	2,266 -906	-29%	-$95.1K	0.01%	468
2019 Q4	$347K	Buy	3,172 +319	+11%	+$34.6K	0.03%	131
2019 Q3	$310K	Buy	2,853 +337	+13%	+$36.5K	0.03%	114
2019 Q2	$274K	Buy	2,516 +219	+10%	+$23.6K	0.02%	78
2019 Q1	$248K	Buy	2,297 +116	+5%	+$12.3K	0.02%	39
2018 Q4	$220K	Buy	+2,181	New	+$228K	0.02%	64